BROKER/MANAGER

ONBOARDING CHECKLIST

Start Date

First name

Last name

ADMINISTRATION

Prep Contract – ensure contract is fully signed before onboarding begins

Email set up/Email Signature

(Ryan McDermaid-Ottawa) (Ray Yassi – GTA)

Email - re: Hub Access

support@hallmarkhub.com or megan@remaxhallmark.com

Order Business Cards – Shant Poutchikian (max budget is $150)

Email Shant that we need new EMAIL signature artwork – deliver to new manager & let them know this is to be used on all outgoing mail

Integrate into Leadership Group Chat via Whatsapp (Steve) & any regional chats as applicable

Invite to Bi-weekly Manager Meetings – Barbara Brindle

Send Monthly Leadership Meeting Schedule along with Link – Barbara Brindle

Add profile to FUB – contact Ashley – be sure to add a tag #Leadership Team so they receive Bulk Emails and automations

Company Bomb Bomb Account:

password: Bombbomb1980

(Please do not change the password as this is a community account)

Update Website, HUB & link to directory with new manager info

This is a checkbox.

Ask Shant for login credentials for REDatum - **DO NOT CHANGE PASSWORDS when you receive

Set up Board Access for Manager – Barbara to email Tania

Will this manager require additional board access? Which board(s) and who will orient them on that?

Email Shant to set up a new ZOOM account for new team member

Company Announcement – Ashley Bras & Shant Poutchikian

Discuss Dress Code

Ask Azita to set up on TimeTastic – discuss scheduling vacations & reporting absent days https://timetastic.co.uk

PEER LED ONBOARDING

Johnder Perez for orientation on Hallmark Technology

Michael McLachlan for orientation on marketing and sales of New Developments

Jennifer Evelyn re: MaxCenter, KV Core & Hallmark HUB

Jessica Ragimov re: CRM Training (Follow-up Boss)

Integrate into Training Calendar – Jessica Ragimov

Jessica Ragimov re: Demonstrate expectations around marketing classes (link below + online schedule) at office meetings & on your personal social channels

This is a checkbox.

Jessica Ragimov Hosting a Zoom or TEAMS meeting

Barbara Brindle re: Running an office meeting using sample slide deck https://www.dropbox.com/s/6u75nonj6gm0vyg/Office%20Meeting_Standard%20Content%20to%20Cover%20.pptx?dl=0

Reminder email to roster re: Meeting (sample of good engagement to your roster each week using video https://www.dropbox.com/s/ub54bgbzq67sgu5/Reminder%20email%20to%20your%20roster%20for%20upcoming%20office%20meeting.docx?dl=0

Barbara Brindle re: Review recruiting template outlining how this is paid, how to fill out the form – who & when to send it to

Barbara Brindle re: Expenses – what qualifies as an expense & what doesn’t

Retention Budget of $6.00 per agent per month – to be maximized to include everyone on the roster

Email Invoice Monthly or Quarterly to: Natalie@remaxhallmark.com (sunny@remaxhallmark.com) and cc. Vince@remaxhallmark.com Subject: Manager Expenses

Note: You can complete a form T2200 to deduct other expenses on your personal tax return. Sample here: https://www.dropbox.com/s/asuar9xcqgh6har/Sample%20of%20a%20T2200.pdf?dl=0

Review Monthly Stats Presentation for Leadership Meetings & discuss in detail if this will be an applicable task: Video Explanation by Kory Gorgani https://www.loom.com/share/1944ab331e2a4bb48de7854884fb5bc1?sid=8cbcf3d9-7758-4c39-82b2-03038d723993

Barbara Brindle or Sam Ghany re: How to run a discovery meeting with existing agents & prospective recruits

Barbara Brindle – a day in the life of a manger – how to manage your time for the 4 pillars of the role – Recruiting, Retention & Profitability & Presence in office(s) Weekends/Weeknights

Sam Ghany re: 90 Day Introduction to Recruiting (including scripts/dialogues)

Sam Ghany/Sherry Douglas re: REDATUM Training + video supplements:

https://www.dropbox.com/s/zbv2iu9p7z147w7/REDatum%20Training%20With%20Shant.mp4?dl=0

Barbara Brindle or Sam Ghany re:

Review 8.5.7 Reports

Migration Reports – RE Datum

Receivables

KPI things we need to focus on in our branches

8.5.1 Commission Reports – All Written

8.6.6 – Expenses Uncovered

2.P.4.1 – Ranking Agents by Commission

2.p.6.2 – Period Comparision Report